Why ERP Advisors Group

Shawn Windle is the Founder and Managing Principal of ERP Advisors Group based in Denver, Colorado. ERP Advisors Group (EAG) is one of the country’s top independent boutique enterprise software advisory firms. At EAG, Shawn manages a team of consultants that advise mid to large size organizations on selecting and implementing business applications from Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Capital Management (HCM) and other enterprise applications, which equate to $10Ms+ in software deals each year. He has worked in the enterprise software industry for over 25 years. Shawn started his career at Accenture and Arthur Andersen Business Consulting and moved into the software industry with Oracle as a Technology Product Manager. Prior to ERP Advisors, he helped establish a successful technology practice with a top 50 accounting firm. There are only a few people in the world with the practical software experience that Shawn has gained with helping hundreds of clients across many industries with selecting and implementing a wide variety of enterprise solutions.

Shawn has worked in the enterprise software industry for over 25 years. Over the course of his career, Shawn has contributed to the success of well over 300 software selections and over 200 ERP go-lives. He has organized and participated in over 500 software demonstrations, and counting, continually enhancing his knowledge of software functionality across dozens of industries and business processes. As an inactive CPA and former ERP product manager, Shawn leverages his knowledge and experience to advise some of the most successful mid-market companies with their most difficult and challenging initiatives they will ever encounter – changing their ERP.

As our Managing Principal, Shawn ensures ERP Advisors' ongoing viability and quality across all our divisions, with a special emphasis on maintaining great relations with the ERP Community. Get to know more about Shawn.

Erica ran her own professional services firm for the first 15 years of her career, selling it to go on sabbatical in 2013.  She brought her business administrative know-how to ERP Advisors Group in 2014 and began helping expand ERP Advisors Group to a full practice that is ever-growing and scalable to service National and International clients.  

Erica runs our Human Resources, Sales, Marketing, and Public Relations divisions.  She also codifies EAG's consulting and administrative methodologies into training packets that allow us to train an ever-growing number of staff on how to consult and administer our projects. Erica oversees our Marketing Department and the development of our website, marketing materials, CPE offerings, and ensures our branding portrays our aspirations of being the world’s most trusted ERP advisory firm.  She also heads up the Sales Department, meeting with our prospects and ensuring they receive a high-value experience from their very first interaction with ERP Advisors Group. Learn more about Erica.

Lydia Wischmeyer is the Operations Manager for ERP Advisors Group. She manages Human Resources, overseeing the quality and quantity of our recruiting while also administering our core Human Resources functions, Accounting, and IT.  Specifically, she manages our Accounts Receivable and keeps our cash flow humming! Lydia’s contributions facilitate the successful execution of our services for our clients, operationally and through overseeing the acquisition, training, and retention of employees. A graduate of Colorado Christian University (CCU), Lydia specializes in administration and management and enjoys contributing to EAG’s expansion. Get to know more about Lydia.

Natalie is the Consulting Executive Assistant for ERP Advisors Group. Natalie provides Program
Management across EAG’s portfolio of projects, ensuring each project is adequately resourced,
and overseeing that weekly progress occurs for each expected project deliverable. She also
tracks EAG’s budget across all projects, ensuring we are delivering adequately while bringing
any impending budget overage to the Project Lead’s attention. Finally, Natalie provides
oversight for all our billable resources, ensuring they are well-utilized and getting the volume of
work they need for a busy week. Her master’s in organizational leadership and diligent oversite
empower our clients’ projects to succeed. Get to know more about Natalie.

Juliette is the Public Relations Manager for ERP Advisors Group. Her most noteworthy role at EAG is the host of our recurring series, The ERP Advisor, delivering insightful content to EAG’s global audience. In addition to the monthly ERP Advisor podcast, Juliette hosts a quarterly CPE seminar, offering free CPE to the accounting community in conjunction with EAG’s NASBA accreditation.

Juliette also facilitates introductory and recurring meetings between prominent and new ERP vendors.  In addition to vendor meetings, she also coordinates award applications and our sponsorship with FEI Colorado, ensuring maximum participation from our team and guests across our network.  

Finally, Juliette plans and coordinates regular awards luncheons, company parties, and special treats, and sends gifts of appreciation to our referral network and client teams who go live with their new software.  Many of our public have had visits from the PR gift fairy!  Juliette’s friendly demeanor, genuine interest in others, and keen eye for the perfect gift and party plans make her an irreplaceable member of the EAG team.

Quentin DeWitt has been in the Information Technology business for over 20 years. He has led teams as a Director of IT, brought innovative products to market as a Product Manager, and led large teams as a Director of Technical Support. He got his start building PCs, testing hardware, and working in telecommunications. From there he went on to ISPs, Technical Support, Customer Service, Systems Administration, Product Management, and Director level positions in the Software Technology field. Today, he provides leadership and guidance to our consulting team through a wide variety of technical knowledge, experience, and skills, along with being a Microsoft Certified Professional, Administrator, Systems Engineer, and an experienced consultant in the ERP space. He has nine certifications across the IT industry

Quentin serves as our Director of Consulting, providing senior technical guidance to our entire delivery team and, as an EAG Executive, provides administrative support for running the Consulting Division. He’s also a Director, our most senior level consultant who serves as a project lead on our most technical projects. Quentin is a Certified EAG Needs Analysis and Certified EAG Selection Consultant. In his many years at EAG, Quentin, or “Q” as he is known, has served clients across a wide breadth of industries including Manufacturing, Wholesale Distribution, eCommerce, Financial Services, Professional Services, Energy, and Engineering. Additionally, he’s developed deep subject matter expertise in Construction, Services, Manufacturing, Public Safety, Nonprofits, and Field Services from working on clients Needs Analysis, Selections, and Implementations in those industries.

During Quentin’s tenure at EAG, he has consulted on over 75 needs analysis and software selections. He has been involved in hundreds of software demonstrations, continuously expanding his knowledge on product offerings, industry-specific solutions, and market trends. He readily knows the differentiators for all the viable ERP products and how they suit each industry. He also knows hundreds of resources across all the partner channels. He has successfully negotiated tens of millions of dollars in software and implementation partner contracts.

In addition to dozens of successful finalized software selections, Q has facilitated over 50 successful go-lives across most major industries. In overseeing such a large number of go-lives, Q has developed the deep knowledge and experience our clients need for trusting that their most risky initiative, their ERP implementation, will be successful. Q oversees the Project Manager, the Data Migration Technical Team, the vendors, the implementation partners, as well as the client staff to ensure all streams of work are synchronized for delivering a configured and tested product to the broader client personnel for training and go-live. His jovial personality and genuine friendliness rapidly win over his client teams, paving the way for a successful client relationship. Get to know more about Quentin.

Curtis has over 30 years of experience as a Business Consultant in business systems and processes. For 12 years, Curtis worked in the Denver office of Arthur Andersen’s Business Consulting practice working on clients’ business improvement and technology. From there, he held positions as a Director of Financials Systems, Deputy CIO, and an Executive Director for various companies. 
 
Since then, he has assisted clients in a variety of industries with their information technology and project implementation needs. Curtis specializes in advising executive leadership regarding business technology, in addition to his work in project management, training, testing, financial analysis, and process improvement.

Curtis’ professionalism and advisory assistance have brought over 20 EAG clients’ implementations to a successful go-live on products ranging from ERP, HCM, and Financial Planning and Analysis including NetSuite, CloudSuite Industrial, Microsoft Dynamics 365 Business Central, SAP BusinessByDesign, and CMiC. Curtis’ industry experience spans across Wholesale Distribution, Manufacturing, Medical Devices, Mining, Financial Services, Security Integrators, Field Services, and Oil and Gas among others like Engineering, Professional Services, and Public Safety.

With over 20 years of background as a NetSuite professional and trusted advisor to businesses across an array of industries, Nan Roecker brings a wealth of experience and lessons learned to the ERP Advisors Group team. Nan has gained a positively enviable reputation based on hard work and her leadership of over a thousand customer journeys in the Retail, Distribution, Software, Service, Non-Profit, and General Business sectors. Moving on to become the leader of an award-winning NetSuite Alliance Partner practice, she then expanded her expertise to encompass Furniture/Home Goods and Apparel supply chains (from manufacturing through retail sale), Event and Talent Management firms, Food and Beverage innovators, Healthcare providers, and Energy companies.

Over her 11-year career with NetSuite, Nan hired and managed hundreds of professional services sales and delivery resources across projects spanning the ever-changing vertical landscape. As a Technical Services Director, Nan established the need for reusable solutions that filled gaps in the platform via the creation of SuiteSolutions, some of which exist to this day. Called upon to take over the professional services teams from seven acquired companies, she honed her skills in organizational integration and change management. Nan was also instrumental in the evolution of NetSuite’s PMO and served as an ad-hoc advisor during the development of the SuiteSuccess program.

At the end of the day, ensuring owners and investors achieve their business objectives through technology is Nan’s mission. With a portfolio of real-world stories acquired from working with family-owned businesses, private equity/venture capital-backed companies, and public enterprises, Nan is a valued resource that will contribute highly to the success of EAG’s clients. Get to know more about Nan.

Aaron has been in consulting for over 12 years with vast experience that spans a wide range of industries, including logistics, agriculture, manufacturing, distribution, e-commerce, and social enterprises. Aaron has been instrumental in helping small to multinational Fortune 50 companies with operations improvement projects and ERP selection.

With a unique ability to wear multiple hats, Aaron held leadership positions 10 years prior to entering consulting and understands the challenges business owners and executives face along with how ERP technology can solve these issues, support growth, and optimize operations.

Aaron Olin began his career in the fast-paced world of freight forwarding, holding various roles at DHL and Sumitomo Corporation of Americas. He managed large teams through several mergers, improving profitability and customer service. He then moved on to SunOpta Inc. as the Director of Supply Chain, where he managed multiple organic food processing facilities, implemented LEAN manufacturing practices, and reorganized the supply chain to improve on-time delivery and inventory accuracy at over 70 warehouse facilities across 3 countries. Aaron's work at Eminence Organic Skin Care and 2Modern.com as a Director of Operations and Supply Chain involved end-to-end process redesign, operational overhauls, and application deployment to manage rapid growth.

In addition to his professional roles, Aaron volunteered as Head of Global Supply Chain at Plastic Bank, where he established the supply chain team and was responsible for planning and distribution across 6 continents with the goal of reducing the amount of plastic polluting our oceans. Aaron has also dedicated his time as a volunteer non-partisan political and social enterprise advisor in the remote Kingdom of Bhutan, invited by HM Queen Pema to encourage sustainable agriculture in rural areas in addition to supporting the country’s transition from an Absolute to Constitutional Monarchy.

Robert is experienced as an IT Director, Program Manager, and Developer as well as Technical Support and Technical Sales Support. The sum of his experience enables him to synthesize the complex towards simplifying solutions to achieve customer outcomes and high team morale. His experience extends to Manufacturing, Finance, Farming, Construction, Natural Resources, and Retail industries.

Robert has consulted on over 30 data migration projects during his tenure with ERP Advisors Group. He pioneered the methodology we use today for assessing our client’s true needs for data migration with our data scoping assessment by which he can develop an estimate for the full extraction, transformation, and loading effort. Robert leads our Data Migration unit, overseeing the extraction and transformation activities of our Financial Data Migration Specialists, Operational Data Migration Specialists, and Technical Writer. He reviews their products before passing them to the client, fixing errors that save the client and implementation partner time. Robert also implemented data dress rehearsals into our data migration offering. The dress rehearsal is a “dry run” that allows the client to fully test the validity of their entire data set well before the risk of seeing it for the first time at cut-over.

Robert has extracted and handled data out of numerous legacy systems including Microsoft GP, NAV, SL, SAP Business One, Epicor, IFS, RPG, AS/400, as well as most prevalent ERPs. He’s transformed and loaded data for implementations of NetSuite, Infor, SAP BusinessByDesign, CMiC, and Microsoft. He’s our resident expert on migrating data for NetSuite and CloudSuite Industrial implementations, having done more than 30 different client’s data migrations and participating in the go-live of over 15 implementations and many more on the horizon.

Carly Shube is a Certified EAG Needs Analysis and a Certified EAG Selection Consultant. She has consulted on dozens of successful software selections for Manufacturing, eCommerce, Professional Services, Engineering, Construction, and Public Safety clients, but has developed industry-specific expertise in the Nonprofit, Distribution, and Financial industries.

During Carly’s time at EAG, she has been involved in over 150 projects, contributing to the successful ERP selection for over 60 organizations, interviewing implementation partners across every major ERP vendor for all major industries, and orchestrating and participating in over 400 software demonstrations. She’s vetted ERP, Financial Planning and Analysis, Enterprise Performance Management, CRM, eCommerce platforms, Quality Management Software, Records Management Systems, Enterprise Content Management, Fund Accounting, and other point solutions.

Carly’s career began in the accounting world where she got her start at PricewaterhouseCoopers (PwC) in their assurance practice. From there, she transferred to the private industry and worked in the financial services sector. Carly has found herself in multiple management positions in the construction, manufacturing, marketing, and entertainment industries, giving her years of customer service experience. Get to know more about Carly.

With more than 40 years of experience, David has high-level skills at conceiving, creating, and implementing solutions to complex business and systems problems for bottom-line results. David acts as an agent of change with an “owner” perspective, utilizing organization, communications, and technical skills, while demonstrating a high ability to work with people at all levels of the business. In addition, he has a detailed level knowledge and hands-on skills with manufacturing production and planning, ASP, SQL, IIS, HTML, Access, and Microsoft tools for integration of custom requirements associated with “off the shelf” tools. With his direct experience across the organization streamlining business processes, he helps clients eliminate waste, improve margins, and deliver exchange in abundance with his practical, hands-on experience.

Throughout his career, David has been involved in over a thousand selections and demonstrations. Utilizing his certifications in CPIM and APICS, he has held positions across the industry, from programmer to implementation partner, and has applied his knowledge in a multitude of ways. David’s commitment is obvious through his involvement in 5,000+ successful software go-lives, easing the ERP disruption for clients across the country. He has dedicated his career to becoming a conceiver of solutions to data migration issues.

Dave has consulted with EAG’s clients on their hardest initiatives – data migration. Dave’s operational data expertise around product-based data elements includes items, BOMs, assemblies, ECOs, and the interactions of those records across the organization’s data. Dave has specialized skills, tools, and scripts for extracting, cleansing, and transforming legacy data in preparation for loading into client’s new ERP and assists on go-live weekend with anything the client needs as they cut over to the new system. Dave understands the fundamentals of databases and can work with the data in any legacy system including Microsoft GP, NAV, SL, SAP, including Business One, Epicor, IFS, Sage, Oracle, RPG, AS/400, as well as any prevalent ERP. Additionally, he is intimately familiar with transforming data for NetSuite, Infor, SAP, CMiC and Microsoft Dynamics 365 templates. Dave perseveres with any data challenge and has been part of almost a dozen implementations at EAG and provides ongoing support for data optimization projects. Get to know more about Dave.

JP is a Senior Consultant – Data Migration Specialist for ERP Advisors Group. With his extensive experience, JP consults clients on their ERP implementation data migration. He also performs the technical work for cleaning, transforming, and loading data for validation. Additionally, he provides hyper-care support at go-live to ensure the best possible transition into his client’s new ERP system.  

JP has over 15 years of experience in Accounting and ERP Systems. He started his career in accounting as a Payroll Manager, focused on Job Costing and Wage Scale projects. An ERP implementation presented JP with the opportunity to pivot into the backend of ERP systems as a Microsoft SQL DBA, Microsoft SQL Developer, and ERP Systems Administrator. The fusion of his accounting and information technology knowledge and experience combined to form the skills needed to move a company through the data transformation to modern ERP systems. He has experience in the Construction, Field Service, Landscaping, and Software Industries, specializing in Job Costing, Reporting, Data Migration, and Implementation. He has managed, implemented, supported, and migrated data between numerous systems including Microsoft Dynamics GP, Key2Act, Jonas, CMiC, Acumatica, and QuickBooks.

He previously worked alongside EAG as a client and served as the technical lead in the implementation and the extraction lead in data migration. Together, EAG and his former company became the first team to migrate data into CMiC cloud, and his passion for helping companies transform their systems was born. He joined EAG eager to accomplish his goal of helping people and organizations rethink, change, and grow into the best versions of themselves. He understands the value and sensitivity of a company’s ERP data and how the proper mapping, extraction, cleansing, validating, and importing of that data is key to a successful implementation. 

Over the course of his extensive career, Brian worked as a certified network manager, a software development manager, a developer, and a programmer facilitating client needs to fulfill government tax compliance. Brian has also developed payroll-specific solutions in addition to developing and supporting various web portals for site administration, data maintenance, and external web access. His past specialties included regulatory compliance surrounding wage reporting, quarterly reporting, and ACA reporting.

At EAG, he provides data transformation work in extracting data from client’s legacy systems, cleansing, validating, and transforming it for upload into a new destination system. Brian is our resident QuickBooks expert and brings expertise to the transformation of financial data, especially the multiple companies, general ledger and trial balances. While Brian has subject matter expertise with QuickBooks financial information, he has migrated data out of numerous other legacy systems including Microsoft Dynamics NAV, Great Plains, SL, Sage, IFS, Zoho ERP, Oracle and Epicor. He is highly experienced in transforming data for NetSuite and CloudSuite Industrial implementations. To ensure success for clients, Brian identifies data problems and/or potential issues that may affect the go-live, while also developing software that assists clients in automating their system where possible and necessary. He's been on more than a dozen implementations and been part of many successful go-lives since he began his tenure at ERP Advisors Group.

Paul has worked in the Consulting, Information Technology, and Engineering fields for over 30 years. After graduating from Iowa State University of Science and Technology, Paul has worked and consulted with dozens of organizations in a wide variety of industries including Telecom, Manufacturing, Accounting, Transportation, Government, Public Safety, Energy, Human Resources, Nonprofits, Healthcare, Salesforce, Property Management, Hospitality, and Insurance. He understands the varied needs of a business enterprise and the great value in a well-designed and integrated system of business processes and software.

On the technology platform side, Paul has worked extensively with databases, applications, tools, and technologies from Microsoft, Oracle, Intuit, IBM, Intel, and many more. His recent work has been in the realm of data transfer and transformation in the pursuit of converting clients from older legacy business systems/software to newer ones.

In addition to his technical skills, Paul has great interpersonal communication skills and can work well with people across wide levels of business acumen, education, technology, and culture. Paul’s extensive experience contributes greatly to the success of a multitude of projects here at EAG.

Grant began his career as an Analyst, but quickly established his value and received his second promotion within his first year. Now as a Consultant, he has worked on over 30 Needs Analysis and Selections, putting extensive experience under his belt. Grant has a great foundation in consulting, and provides the level of service, professionalism and industry knowledge we expect from our Consultants.

Grant creates the groundwork for the client’s deliverables, combing through the information we gather about the client to organize and assess the importance of observations and data for each deliverable in the Needs Analysis. During the Software Selection, Grant is involved in all phases of vendor contact, RFI creation, requirements and fit analysis, demonstrations, and diligence activities. He has already gained experience across many major industries including Manufacturing, Wholesale Distribution, Nonprofits, Professional Services, Real Estate and Construction, eCommerce, Public Safety, and Field Services. He’s attended demonstrations for many of these industries and understands how ERP serves his client’s needs for business automation. Grant is a reliable and dedicated professional who cares about his clients and strives to deliver above expectations on every project. Learn more about Grant.

Micah Brands is a Senior Analyst for ERP Advisors Group. Micah's responsibilities include creating deliverables, researching vendors, and assisting consultants on client projects. Micah graduated from Dordt University with a degree in Accounting and Information Systems which provides a strong foundation for analyzing our clients' business processes and ERP needs. Get to know more about Micah.

Amelia Bellair is an Analyst for ERP Advisors Group. Amelia is responsible for creating
deliverables, researching vendors, and assisting consultants on projects. Amelia is a graduate of
the University of Denver where she studied International Business. Get to know more about Amelia.

As a Project Coordinator, Kaylee will be aiding project managers during the implementation process by tracking budgets, setting up project artifacts, communicating with clients about upcoming tasks, and supplying other support. She graduated from Colorado Christian University (CCU) with a dual bachelor’s degree in Computer Information Systems and Business Administration. Her previous project coordination support for systems and IT projects provides a great background to support EAG’s clients successfully through their ERP implementation process. Get to know more about Kaylee.

Samuel is a Technical Project Coordinator for ERP Advisors Group. He has a background in data analytics and professional experience with customizing accounting software systems. Samuel’s role coordinates work for EAG’s data migration specialists and helps our data migration projects stay on track. Samuel’s previous experience with NetSuite administration, system customization, and training enables him to support our client staff with the technical side of their implementations, whether it is data migration or integration oversight. Get to know more about Samuel.

Dennis Braan has worked as a technical writer and editor for 30 years, with experience gained in a variety of software and hardware development environments. As the Technical Writer for ERP Advisors Group, he leverages that experience to facilitate successful ERP implementations with helpful user guides and documentation. His ability to unravel the complexities of cutting-edge technology fuels a passion for new projects — and Dennis relishes the challenge of facing the uncharted and the unexplored. Dennis has authored and edited end-user documentation for a variety of products: System Admin Guides, User Guides, Component Reference Guides, Software Programming Guides, Application Programming Interface descriptions, Technical Requirements documents, Process Engineering process flows, Training Documentation, Product Specifications — the list goes on and on. Dennis lives in Denver, Colorado and is doing final editing on a book he has authored on how to read music notation.

Rebekah is the Senior Digital Marketing Analyst for ERP Advisors Group. She is the host of The ERP Minute, delivering up-to-date news and professional market analysis to audiences every week. She fosters technical vendor relationships, driving creative and collaborative efforts.

Rebekah generates EAG’s marketing content for social media, email campaigns, events, blogs, new website pages, The ERP Advisor podcast, Google Ads, and much more to ensure the success and consistency of EAG’s marketing campaigns.  She is a tireless learner who stretches her skills to improve and expand EAG’s technical library of written, photographic, audio, and video content, digital media production methods as well as internet searchability. Rebekah is a Colorado Christian University graduate specializing in International Business and Marketing. She expands EAG’s brand awareness across our various publics by creating and hosting events that deliver expert insights and convey thought leadership, she adds to our social proof with polished client success stories and continually improves our SEO presence all while conveying EAG’s authenticity and commitment to client project success. Get to know more about Rebekah.

Will Dutton is the Digital Media Administrator for ERP Advisors Group. His responsibilities
include website design and maintenance, alongside photo/video production, including the
weekly ERP Minute, The ERP Advisor, staff headshots, and event photos. He is also responsible
for website SEO initiatives and designing graphics for ERP Advisors Group's social media. As a
graduate of Colorado Christian University, with several years of experience in digital media
marketing, Will utilizes his skills to extend EAG’s market reach and build our digital brand.  Get to know more about Will.

Jordan is the Talent Recruiter for ERP Advisors Group. She is the frontline for recruiting new talent and vets all applicants interested in working for us.  She also facilitates their onboarding, training, and performance reviews. Her ability to handle multiple work streams with recruits, new hires, and established employees alike is a testament to how even-keeled she is under pressure. She is a University of Minnesota graduate specializing in professional communication, training development, and task management. Get to know more about Jordan.

Emily is the Human Resources Administrative Assistant for ERP Advisors Group. She helps new hires with onboarding, preparing their equipment, and coordinating training. She also facilitates employee performance reviews and benefits selections, along with other office-related duties. Emily is a graduate of the University of Vermont. Her background as a Program Coordinator in the Study Abroad industry provided her with the necessary skills to successfully assist professionals throughout her career in Human Resources.

Sarah is the Sales Development Representative for ERP Advisors Group. Sarah works closely with the Principal, Operations to assist our public by providing requested information and scheduling appointments to learn more about our services.